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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 31

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

11% more funds holding

Funds holding: 236 → 263 (+27)

8% more capital invested

Capital invested by funds: $1.23B → $1.34B (+$104M)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

8.54% less ownership

Funds ownership: 85.34% → 76.8% (-8.5%)

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWA
Gratus Wealth Advisors
Virginia
+$24.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$17.3M
3
Bank of America
Bank of America
North Carolina
+$15M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$10.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$47M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$9.71M
3
ACA
Aptus Capital Advisors
Alabama
-$9.25M
4
ACM
Advisors Capital Management
New Jersey
-$9.22M
5
NA
NewEdge Advisors
Louisiana
-$8.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
126
Chesley Taft & Associates
Illinois
$1.03M +$383K +15,400 +59%
IF
127
Ironwood Financial
Arizona
$1.03M +$163K +6,540 +19%
LNC
128
Lincoln National Corp
Pennsylvania
$1.02M +$528K +21,219 +107%
PGAM
129
Princeton Global Asset Management
New Jersey
$999K +$360K +14,450 +56%
ACM
130
Advance Capital Management
Michigan
$975K +$974K +39,143 New
FFIC
131
First Fiduciary Investment Counsel
Ohio
$958K +$436K +17,535 +84%
LIM
132
Leavell Investment Management
Alabama
$923K +$423K +17,000 +85%
BSAM
133
Blue Square Asset Management
New York
$912K -$16.6K -667 -2%
LWL
134
Leo Wealth LLC
Texas
$901K +$224K +9,013 +33%
Creative Planning
135
Creative Planning
Kansas
$874K +$290K +11,664 +50%
MFG
136
Mendota Financial Group
Wisconsin
$865K +$304K +12,233 +54%
BFG
137
Beacon Financial Group
Texas
$817K +$278K +11,175 +52%
BEI
138
Benjamin Edwards Inc
Missouri
$807K -$46.4K -1,865 -5%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$787K +$41.6K +1,670 +6%
BSSFA
140
Baron Silver Stevens Financial Advisors
Florida
$787K +$82.5K +3,315 +12%
MSWM
141
McGlone Suttner Wealth Management
Wisconsin
$728K +$118K +4,736 +19%
LF
142
Lee Financial
Texas
$720K – – –
SWP
143
Summit Wealth Partners
Florida
$672K +$846 +34 +0.1%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$651K +$650K +26,135 New
DWT
145
Dorsey & Whitney Trust
South Dakota
$648K – – –
GHA
146
Granite Harbor Advisors
Texas
$646K +$201K +8,082 +45%
FNT
147
First National Trust
Pennsylvania
$641K +$641K +25,742 New
CWM
148
Cabot Wealth Management
Massachusetts
$601K +$56.2K +2,257 +10%
PAG
149
Private Advisor Group
New Jersey
$600K +$298K +11,953 +99%
OMC
150
Old Mission Capital
Illinois
$600K +$599K +24,077 New
4 5
6
7 8

IBDT Hedge Fund Activity: Q1 2024 in Review

263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2024, worth a combined $1.34B — up 8.5% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IBDT positions and 15 closed out — a net gain of 28 holders — while 153 added to existing stakes and 31 trimmed.

The largest buyer was Gratus Wealth Advisors, adding an estimated $24.6M. The largest seller was Morgan Stanley, cutting an estimated $47M.

  • 263 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2024, up from 236 in Q4 2023.
  • Funds reported $1.34B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 43 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2024 and 15 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2024 was Gratus Wealth Advisors, an estimated $24.6M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2024.